Estamos no ar no !
Saiba mais
As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 199 mi | +US$ 23,8 mi | +14% | 5,87% | 55% | 55 | 7,27% | 2 |
|
| 5477 |
5477
Ballentine Capital Advisors
Greenville,
South Carolina
| US$ 199 mi | +US$ 11,3 mi | +6% | 5,95% | 48,8% | 30 | 6,67% | 0,7 |
|
| 5478 |
JCM
5478
JS Capital Management
New York
| US$ 199 mi | +US$ 3,05 mi | +2% | 1,56% | 52,4% | 1 | 0% | 5,3 |
|
| 5479 |
5479
Parker Financial
Silverdale,
Washington
| US$ 199 mi | +US$ 15,8 mi | +9% | 5,8% | 45% | 43 | 20,93% | 1,6 |
|
| 5480 |
5480
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 199 mi | +US$ 18,5 mi | +10% | 6,43% | 67,3% | 189 | 9,52% | 3,5 |
|
| 5481 |
5481
Independent Family Office
Albany,
New York
| US$ 199 mi | +US$ 23,9 mi | +14% | 7,69% | 68,4% | 76 | 15,79% | 3 |
|
| 5482 |
PHM
5482
Prospect Hill Management
Short Hills,
New Jersey
| US$ 199 mi | +US$ 17 mi | +9% | 10,7% | 85,1% | 17 | 17,65% | 2,9 |
|
| 5483 |
5483
Trueblood Wealth Management
Lima,
Ohio
| US$ 199 mi | +US$ 22 mi | +12% | 8,46% | 89,9% | 236 | 9,75% | 0,7 |
|
| 5484 |
5484
Peirce Capital Management
The Woodlands,
Texas
| US$ 199 mi | +US$ 10,3 mi | +5% | 6,54% | 56,6% | 37 | 5,41% | 0,7 |
|
| 5485 |
5485
TCFG Wealth Management
Laguna Niguel,
California
| US$ 199 mi | – | – | 5,4% | – | 222 | – | 0 |
|
| 5486 |
5486
Cook Wealth
Raleigh,
North Carolina
| US$ 199 mi | +US$ 14 mi | +8% | 6,24% | 7,36% | 57 | 7,02% | 1,6 |
|
| 5487 |
WIA
5487
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$ 199 mi | +US$ 24 mi | +14% | 5,7% | 72,2% | 953 | 87,72% | 0,7 |
|
| 5488 |
5488
Oakcliff Capital Partners
New York
| US$ 199 mi | +US$ 11,9 mi | +6% | 15,2% | 133% | 10 | 10% | 4,7 |
|
| 5489 |
5489
Abbot Financial Management
Andover,
Massachusetts
| US$ 199 mi | +US$ 12 mi | +6% | 5,96% | 102% | 128 | 1,56% | 5 |
|
| 5490 |
5490
RHS Financial
San Francisco,
California
| US$ 199 mi | +US$ 35,2 mi | +22% | 5,8% | 65,6% | 138 | 46,38% | 1,8 |
|
| 5491 |
5491
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 199 mi | +US$ 10,9 mi | +6% | 5,71% | 50,2% | 20 | 10% | 2,6 |
|
| 5492 |
5492
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$ 199 mi | +US$ 23,5 mi | +13% | 6,56% | 65% | 32 | 15,63% | 3,2 |
|
| 5493 |
5493
Robbins Farley
Bedford,
New Hampshire
| US$ 199 mi | +US$ 10,4 mi | +6% | 5,22% | 106% | 172 | 12,79% | 2,1 |
|
| 5494 |
5494
Findell Capital Management
New York
| US$ 199 mi | -US$ 8,78 mi | -4% | 6,37% | – | 24 | 37,5% | 0,4 |
|
| 5495 |
5495
Lindenwold Advisors
Reading,
Pennsylvania
| US$ 199 mi | +US$ 11,2 mi | +6% | 6,15% | 75% | 118 | 7,63% | 2 |
|
| 5496 |
5496
DCM Advisors
New York
| US$ 199 mi | +US$ 9,15 mi | +5% | 7,68% | 99,3% | 55 | 12,73% | 2,5 |
|
| 5497 |
5497
AAF Wealth Management
Westborough,
Massachusetts
| US$ 198 mi | +US$ 5,42 mi | +3% | 6,18% | 75,1% | 49 | 16,33% | 2,2 |
|
| 5498 |
5498
Nalanda India Fund
Moka,
Mauritius
| US$ 198 mi | +US$ 791 mil | +0,4% | 0,4% | 15,3% | 1 | 0% | 5,8 |
|
| 5499 |
5499
Gables Capital Management
Miami,
Florida
| US$ 198 mi | +US$ 6,88 mi | +4% | 7,71% | 151% | 454 | 14,32% | 3,7 |
|
| 5500 |
5500
Peninsula Asset Management
Bradenton,
Florida
| US$ 198 mi | +US$ 16,4 mi | +9% | 10,4% | 44,1% | 43 | 0% | 8,3 |
|